top of page
< Go Back

Get Dr. Stein's Article

The Issues of Later Life are Often Overlooked.

Awareness is Important.

Does Your Client Have Testamentary Capacity?

Mental health and memory Issues That Affect Estate Planning

Estate planners must be concerned about a client's competency to understand and adopt a particular plan, but most are not trained to do so. Dr. Stein’s article provides concrete suggestions for spotting behaviors or attitudes that may raise questions about a client’s capacity, and advice about how to react to warning signs of incapacity.

The full article covers:

  • The need for estate planning

  • Legal standards of capacity

  • The role of the estate planning professional

  • Observing areas of mental function

  • Referring clients for expert assessment

Fill out the form on our contact page to gain access to the full 10 page article:

Older Age can be Surprising.

Let's make it understandable.

blog archive 3.jpg
white-no sub-larger space.png
Get a complimentary copy of Dr. Stein's Article:
Does Your Client Have Testamentary Capacity?
Mental Health and Memory Issues That Affect Estate Panning
Estate planners must be concerned about a client's competency to understand and adopt a particular plan, but most are not trained to do so.

Notice and Disclaimer:

Dr Stein is not currently accepting new patients for clinical evaluation or treatment. Dr. Stein retains the right to refuse to become involved in a case for undisclosed reasons. No claims are made, implied or promised about the completeness or accuracy of the information on this website or on any other website linked to this one.  Statistical and research information on this website is an approximation of data obtained from a variety of sources, some of which may have variable or inconsistent information, and is subject to change. 

 

Nothing on this site constitutes medical or legal advice. Do not provide any confidential information until a formal professional relationship has been established. Nothing on this website creates a medical and/or legal patient or client relationship. If you need legal advice or assistance, contact an attorney. If you require medical or psychiatric advice or services, contact a personal psychiatrist or other mental health provider, physician or medical care provider, or clinic. If you are having a medical or psychiatric emergency, call 911 or go to the nearest emergency department.

© 2020 Elliot M. Stein, M.D. 

bottom of page